See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,228 | $117,841+34.3% | $102,423+54.5% | $145,922+8.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.39% | 31.65%-15.3pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,874 | $3,615-48.2% | $3,023-38.0% | $4,660-59.8% |
| Participant deferral / active EE | $5,750 | $5,731+0.3% | $5,053+13.8% | $6,688-14.0% |
| Admin fee / account holder | $1,121 | $13,326-91.6% | $9,451-88.1% | $13,397-91.6% |